Tradition Wealth Management, LLC Incresed Positions in Q1 2025

Tradition Wealth Management, LLC

  • $1.04 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
WSO
Watsco Inc

Industrials
14
+ 3.15%
$463.86 - $530.75 $6.49K - $7.43K
458 $232K
CGXU
Capital Group Intl Focus Equit

ETFs
1K
+ 5.74%
$24.48 - $26.59 $24.5K - $26.6K
18.4K $450K
ALE
Allete Inc

Utilities
103
+ 0.62%
$64.9 - $65.91 $6.68K - $6.79K
16.6K $1.09M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
677
+ 3.89%
$91.76 - $103.26 $62.1K - $69.9K
18.1K $1.67M
EOLS
Evolus, Inc.

Healthcare
500
+ 3.85%
$9.47 - $15.04 $4.74K - $7.52K
13.5K $162K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
327
+ 11.43%
$113.22 - $126.36 $37K - $41.3K
3.19K $366K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
18K
+ 9.06%
$51.45 - $58.51 $926K - $1.05M
217K $11.2M
SVM
Silvercorp Metals Inc

Basic Materials
750
+ 4.94%
$2.94 - $4.19 $2.21K - $3.14K
15.9K $61K
ACGL
Arch Capital Group Ltd.

Financial Services
10
+ 0.26%
$88.13 - $96.94 $881 - $969
3.88K $373K
MS
Morgan Stanley

Financial Services
279
+ 14.67%
$111.68 - $141.08 $31.2K - $39.4K
2.18K $254K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
24
+ 0.31%
$55.76 - $59.54 $1.34K - $1.43K
7.79K $452K
IWB
Ishares Tr Russell 1000 ETF

ETFs
168
+ 6.67%
$302.31 - $337.54 $50.8K - $56.7K
2.69K $824K
SHOP
Shopify Inc.

Technology
492
+ 15.44%
$90.59 - $129.31 $44.6K - $63.6K
3.68K $351K
VDC
Vanguard Consumer Staples ETF

ETFs
1
+ 0.06%
$206.54 - $226.16 $207 - $226
1.69K $369K
FTNT
Fortinet, Inc.

Technology
83
+ 3.32%
$92.49 - $114.57 $7.68K - $9.51K
2.59K $248K
IBB
Ishares Biotechnology ETF

ETFs
1.97K
+ 3.52%
$127.9 - $140.56 $252K - $276K
57.8K $7.39M
F
Ford Motor CO

Consumer Cyclical
933
+ 7.76%
$9.12 - $10.43 $8.51K - $9.73K
13K $129K
ARCC
Ares Capital Corp

Financial Services
213
+ 1.16%
$21.28 - $23.81 $4.53K - $5.07K
18.6K $411K
DSTL
ETF Ser Solution Distillate Us

ETFs
238
+ 2.9%
$53.28 - $57.28 $12.7K - $13.6K
8.45K $458K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
129
+ 5.06%
$78.0 - $84.37 $10.1K - $10.9K
2.68K $213K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
1.36K
+ 10.76%
$10.61 - $16.49 $14.4K - $22.4K
14K $173K
CDE
Coeur Mining, Inc.

Basic Materials
320
+ 1.91%
$5.02 - $7.29 $1.61K - $2.33K
17.1K $101K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
7.1K
+ 5.23%
$48.06 - $53.73 $341K - $382K
143K $6.97M
PEP
Pepsico Inc

Consumer Defensive
59
+ 3.24%
$142.64 - $156.42 $8.42K - $9.23K
1.88K $282K
NEE
Nextera Energy Inc

Utilities
143
+ 2.21%
$66.96 - $76.16 $9.58K - $10.9K
6.63K $469K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
173
+ 0.87%
$24.07 - $24.5 $4.16K - $4.24K
19.9K $483K
NSC
Norfolk Southern Corp

Industrials
7
+ 0.64%
$227.69 - $259.76 $1.59K - $1.82K
1.1K $259K
FIVG
ETF Ser Solutions Defiance Nex

ETFs
5
+ 0.1%
N/A
5.22K $212K
PFEB
Innovator U.S. Equity Power Bu

ETFs
1.98K
+ 2.74%
$35.54 - $37.44 $70.4K - $74.2K
74.4K $2.66M
Blackrock Inc
9
+ 2.38%
N/A
387 $0
Strategic Trust
95.8K
+ 28.79%
N/A
429K $0
Fidelity Wise Origin Bitcoin
82
+ 0.59%
N/A
14K $0
Solventum Corp
143
+ 1.65%
N/A
8.83K $0
SNA
Snap On Inc

Industrials
7
+ 0.67%
$324.09 - $358.62 $2.27K - $2.51K
1.06K $356K
Ea Series Trust
5.05K
+ 12.57%
N/A
45.2K $0
Cava Group Inc
415
+ 18.16%
N/A
2.7K $0
Lam Research Corp
211
+ 1.19%
N/A
17.9K $0
DFRA
Trimtabs ETF Tr Donoghue Forli
1.83K
+ 2.9%
N/A
64.8K $0
Victory Portfolios Ii
8.58K
+ 12.64%
N/A
76.4K $0
RYE
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.02%
N/A
4.03K $0
Linde PLC
16
+ 2.52%
N/A
650 $0
J P Morgan Exchange Traded F
17.5K
+ 16.51%
N/A
124K $0
Victory Portfolios Ii
185K
+ 150.67%
N/A
308K $0
Blackrock ETF Trust Ii
344
+ 1.12%
N/A
31.1K $0
Innovator Etfs Trust
108K
+ 2377.93%
N/A
113K $0
Ishares Bitcoin Trust ETF
5.64K
+ 90.72%
N/A
11.9K $0
QTUM
ETF Ser Solutions Defiance Qua
50
+ 1.27%
N/A
4K $0
MODL
Victory Portfolios Ii Victorys
13.9K
+ 34.16%
N/A
54.5K $0
JGRO
J P Morgan Exchange Traded Fd
11.9K
+ 7.65%
N/A
167K $0
Activity Summary
Buys All Purchases 256 New Holdings 34 Increased Positions 222 Sells All Sells 135 Reductions 135 Sold out 0 Options Calls 0 Puts 0
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